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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,978 | $95,453-74.9% | $112,040-78.6% | $82,448-70.9% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.5%-44.0pp | 68.1%-35.6pp |
| Annual return | 25.34% | 23.92%+1.4pp | 24.52%+0.8pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,339 | $2,318-42.2% | $2,954-54.7% | $2,551-47.5% |
| Participant deferral / active EE | $2,638 | $4,224-37.6% | $5,098-48.3% | $4,139-36.3% |
| Admin fee / account holder | $953 | $9,013-89.4% | $12,098-92.1% | $7,234-86.8% |